Timothy Plan US Small Cap Core ETF (TPSC) Institutional Ownership

$38.97

+0.46 (+1.19%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 30
Total Institutional Inflows (last 12 months): $30.70M

Number of Institutional Sellers (last 12 months): 10
Total Institutional Outflows (last 12 months): $5.39M

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TPSC Institutional Buying and Selling by Quarter

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Timothy Plan US Small Cap Core ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	29,200	$1.04M	0.0%	+26.9%	0.834%
7/25/2024	First Heartland Consultants Inc.	36,082	$1.28M	0.1%	+71.9%	1.031%
7/24/2024	Sound Stewardship LLC	24,512	$871K	0.5%	+12.2%	0.700%
7/23/2024	Vicus Capital	11,704	$416K	0.0%	+6.4%	0.334%
7/16/2024	Envestnet Portfolio Solutions Inc.	9,837	$349K	0.0%	-6.0%	0.281%
7/15/2024	Dynamic Advisor Solutions LLC	14,212	$505K	0.0%	N/A	0.406%
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7/9/2024	Mather Group LLC.	1,045	$38K	0.0%	N/A	0.030%
6/11/2024	EverSource Wealth Advisors LLC	58,727	$2.02M	0.2%	+28.2%	1.678%
5/24/2024	Cetera Advisors LLC	11,201	$411K	0.0%	-17.0%	0.320%
5/21/2024	Atria Investments Inc	124,253	$4.56M	0.1%	N/A	3.550%
5/6/2024	Envestnet Portfolio Solutions Inc.	10,470	$384K	0.0%	+5.6%	0.299%
4/30/2024	J.W. Cole Advisors Inc.	14,911	$547K	0.0%	+2.4%	0.426%
4/23/2024	Strategic Blueprint LLC	25,549	$937K	0.1%	-2.9%	0.741%
4/17/2024	Vicus Capital	11,005	$404K	0.0%	+6.9%	0.319%
4/16/2024	OneAscent Financial Services LLC	156,696	$5.75M	0.6%	+269.4%	4.542%
4/16/2024	OneAscent Wealth Management LLC	51,340	$1.88M	0.7%	+744.7%	1.488%
4/11/2024	O Connor Financial Group LLC	150,520	$5.52M	3.3%	+1.4%	6.272%
2/12/2024	WorthPointe LLC	19,114	$676K	0.3%	+64.2%	0.796%
2/9/2024	Advisory Services Network LLC	9,476	$335K	0.0%	N/A	0.395%
2/9/2024	EverSource Wealth Advisors LLC	45,810	$1.62M	0.1%	+16.8%	1.909%
2/8/2024	First Heartland Consultants Inc.	11,222	$397K	0.0%	-11.2%	0.468%
2/7/2024	Envestnet Portfolio Solutions Inc.	9,914	$351K	0.0%	+32.8%	0.413%
2/6/2024	Bare Financial Services Inc	9,731	$344K	0.7%	N/A	0.405%
2/5/2024	Silver Oak Securities Incorporated	6,087	$215K	0.0%	+232.1%	0.254%
2/1/2024	Vicus Capital	10,293	$364K	0.0%	+3.0%	0.429%
1/31/2024	J.W. Cole Advisors Inc.	14,564	$515K	0.0%	+3.0%	0.607%
1/25/2024	International Assets Investment Management LLC	42,781	$1.51M	0.0%	N/A	1.783%
1/24/2024	International Assets Investment Management LLC	42,781	$1.51M	0.0%	N/A	1.783%
1/23/2024	Householder Group Estate & Retirement Specialist LLC	8,447	$298K	0.1%	+107.7%	0.352%
1/18/2024	Symphony Financial Ltd. Co.	6,062	$205K	0.0%	N/A	0.253%
1/17/2024	Sound Stewardship LLC	20,393	$722K	0.5%	+146.3%	0.850%
1/12/2024	Whitaker Myers Wealth Managers LTD.	8,942	$316K	0.2%	-3.7%	0.373%
1/11/2024	OneAscent Wealth Management LLC	6,078	$215K	0.1%	-93.1%	0.253%
1/11/2024	OneAscent Financial Services LLC	42,417	$1.50M	0.2%	-9.4%	1.767%
1/10/2024	Creative Financial Designs Inc. ADV	76,685	$2.71M	0.3%	+2.4%	3.195%
11/20/2023	Silver Oak Securities Incorporated	1,833	$57K	0.0%	-89.1%	0.076%
11/13/2023	Frontier Asset Management LLC	44,843	$1.39M	0.6%	-29.4%	1.868%
11/13/2023	Envestnet Portfolio Solutions Inc.	7,463	$231K	0.0%	N/A	0.311%
11/13/2023	Kestra Advisory Services LLC	21,106	$654K	0.0%	+57.9%	0.879%
11/9/2023	Oliver Lagore Vanvalin Investment Group	2,891	$90K	0.0%	+140.5%	0.120%
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11/9/2023	First Heartland Consultants Inc.	12,638	$392K	0.0%	-49.8%	0.527%
11/8/2023	Sowell Financial Services LLC	19,000	$589K	0.0%	N/A	0.792%
11/7/2023	Atria Investments Inc	157,882	$4.89M	0.1%	N/A	6.578%
11/4/2023	EverSource Wealth Advisors LLC	39,208	$1.22M	0.1%	+64.9%	1.634%
10/26/2023	Sound Stewardship LLC	8,280	$257K	0.2%	N/A	0.345%
10/24/2023	J.W. Cole Advisors Inc.	14,143	$438K	0.0%	+5.3%	0.589%
10/24/2023	Cambridge Investment Research Advisors Inc.	8,947	$277K	0.0%	+10.2%	0.373%
10/23/2023	Vicus Capital	9,998	$310K	0.0%	+15.1%	0.417%
10/23/2023	Commonwealth Equity Services LLC	11,657	$361K	0.0%	+3.7%	0.486%
10/20/2023	O Connor Financial Group LLC	148,293	$4.59M	3.1%	+2.0%	6.179%
10/13/2023	OneAscent Financial Services LLC	46,796	$1.45M	0.4%	N/A	1.950%
10/13/2023	OneAscent Wealth Management LLC	87,454	$2.71M	1.2%	N/A	3.644%
10/10/2023	Householder Group Estate & Retirement Specialist LLC	4,067	$126K	0.0%	N/A	0.169%
8/17/2023	Vicus Capital	8,689	$277K	0.0%	N/A	0.362%
8/11/2023	WorthPointe LLC	6,848	$218K	0.1%	N/A	0.285%
8/10/2023	Frontier Asset Management LLC	63,482	$2.02M	0.9%	-26.0%	2.645%
8/10/2023	Cetera Advisor Networks LLC	24,763	$790K	0.0%	+3.2%	1.032%
8/10/2023	Cetera Investment Advisers	6,391	$204K	0.0%	N/A	0.266%
8/4/2023	EverSource Wealth Advisors LLC	23,784	$758K	0.1%	+39.5%	0.991%
8/2/2023	Values First Advisors Inc.	5,010	$160K	0.1%	N/A	0.209%
8/2/2023	Nemes Rush Group LLC	1,240	$40K	0.0%	N/A	0.052%
8/2/2023	Silver Oak Securities Incorporated	16,751	$534K	0.1%	+81.0%	0.698%
8/2/2023	Sigma Planning Corp	24,518	$782K	0.0%	-1.9%	1.022%
7/31/2023	LPL Financial LLC	27,948	$891K	0.0%	+62.2%	1.165%
7/26/2023	First Heartland Consultants Inc.	25,198	$803K	0.1%	-3.7%	1.072%
7/26/2023	Creative Financial Designs Inc. ADV	65,509	$2.09M	0.2%	+5,432.9%	2.788%
7/14/2023	O Connor Financial Group LLC	145,383	$4.64M	3.2%	+14.7%	6.187%
7/13/2023	Whitaker Myers Wealth Managers LTD.	9,068	$289K	0.2%	+8.0%	0.386%
7/13/2023	Cambridge Investment Research Advisors Inc.	8,116	$259K	0.0%	+6.2%	0.345%
5/11/2023	EverSource Wealth Advisors LLC	17,046	$533K	0.1%	+50.2%	0.758%
5/8/2023	Sigma Planning Corp	24,987	$781K	0.0%	+2.6%	1.111%
5/5/2023	Silver Oak Securities Incorporated	9,255	$299K	0.0%	N/A	0.411%
5/3/2023	J.W. Cole Advisors Inc.	13,496	$422K	0.0%	+4.0%	0.600%
5/2/2023	HHM Wealth Advisors LLC	3,878	$121K	0.0%	+53.9%	0.172%
4/28/2023	Strategic Blueprint LLC	37,400	$1.17M	0.1%	+7.6%	1.662%
4/25/2023	Creative Financial Designs Inc. ADV	1,184	$37K	0.0%	+57.0%	0.053%
4/17/2023	OneAscent Financial Services LLC	13,143	$411K	0.2%	N/A	0.571%
4/17/2023	First Heartland Consultants Inc.	26,174	$818K	0.1%	+10.7%	1.138%
4/14/2023	O Connor Financial Group LLC	126,780	$3.96M	3.0%	N/A	5.512%
2/15/2023	Frontier Asset Management LLC	85,938	$2.62M	1.2%	-6.0%	3.819%
2/15/2023	Ambassador Advisors LLC	287,976	$8.76M	1.9%	+8.3%	12.799%
2/9/2023	Sowell Financial Services LLC	40,000	$1.22M	0.1%	N/A	1.778%
2/9/2023	EverSource Wealth Advisors LLC	11,352	$345K	0.1%	+13.2%	0.505%
2/7/2023	Commonwealth Equity Services LLC	11,280	$343K	0.0%	+16.3%	0.501%
2/7/2023	Envestnet Asset Management Inc.	19,274	$586K	0.0%	+12.2%	0.857%
1/26/2023	Strategic Blueprint LLC	34,757	$1.06M	0.1%	-2.8%	1.545%
1/24/2023	Sigma Planning Corp	24,343	$741K	0.0%	+16.0%	1.082%
1/13/2023	First Heartland Consultants Inc.	23,648	$720K	0.1%	+31.9%	1.028%
11/18/2022	Ambassador Advisors LLC	265,949	$7.37M	1.7%	N/A	13.297%
11/10/2022	Sigma Planning Corp	20,980	$581K	0.0%	+3.0%	1.049%
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11/8/2022	Strategic Blueprint LLC	35,753	$990K	0.1%	-21.3%	1.788%
11/7/2022	EverSource Wealth Advisors LLC	10,030	$278K	0.1%	+45.8%	0.502%
11/4/2022	HHM Wealth Advisors LLC	2,520	$70K	0.0%	+222.3%	0.126%
11/1/2022	Kestra Advisory Services LLC	13,099	$363K	0.0%	+48.4%	0.655%
10/20/2022	First Heartland Consultants Inc.	17,926	$496K	0.0%	-22.0%	0.896%
10/18/2022	Allworth Financial LP	1,530	$42K	0.0%	+53.5%	0.077%
8/13/2022	Frontier Asset Management LLC	106,784	$3.08M	2.6%	-53.3%	6.102%
8/12/2022	Strategic Blueprint LLC	45,407	$1.31M	0.2%	+12.4%	2.595%
8/11/2022	Cetera Advisor Networks LLC	8,607	$249K	0.0%	N/A	0.492%
8/11/2022	Sigma Planning Corp	20,367	$588K	0.0%	-15.6%	1.164%

(Data available from 1/1/2016 forward)

TPSC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TPSC shares?: During the previous two years, 40 institutional investors and hedge funds held shares of Timothy Plan US Small Cap Core ETF. The most heavily invested institutionals were Ambassador Advisors LLC ($8.76M), OneAscent Financial Services LLC ($5.75M), O Connor Financial Group LLC ($5.52M), Atria Investments Inc ($4.56M), Creative Financial Designs Inc. ADV ($2.71M), EverSource Wealth Advisors LLC ($2.02M), and OneAscent Wealth Management LLC ($1.88M).Learn more on TPSC's institutional investors.
Which institutional investors have been buying Timothy Plan US Small Cap Core ETF stock?: Of the 38 institutional investors that purchased Timothy Plan US Small Cap Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ambassador Advisors LLC ($287.98K), Atria Investments Inc ($282.14K), OneAscent Financial Services LLC ($174.22K), O Connor Financial Group LLC ($150.37K), OneAscent Wealth Management LLC ($132.72K), International Assets Investment Management LLC ($85.56K), and Creative Financial Designs Inc. ADV ($66.56K).
How much institutional buying is happening at Timothy Plan US Small Cap Core ETF?: Institutional investors have bought a total of 1,542,609 shares in the last 24 months. This purchase volume represents approximately $49.50M in transactions.

Which Timothy Plan US Small Cap Core ETF major shareholders have been selling company stock?: Of the 10 institutional investors that sold Timothy Plan US Small Cap Core ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Frontier Asset Management LLC ($168.31K), OneAscent Wealth Management LLC ($81.38K), First Heartland Consultants Inc. ($20.00K), Silver Oak Securities Incorporated ($14.92K), Strategic Blueprint LLC ($11.42K), OneAscent Financial Services LLC ($4.38K), and Sigma Planning Corp ($4.24K).
How much institutional selling is happening at Timothy Plan US Small Cap Core ETF?: Institutional investors have sold a total of 307,898 shares in the last 24 months. This volume of shares sold represents approximately $9.65M in transactions.